Wealth Management Client Services Specialist

Bank of America; Rancho Santa Fe (CA); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Service professional to support Financial Advisors and Clients, delivering tailored wealth management assistance. You will focus on servicing client needs, aligning with policies, and strengthening FA-client relationships in a fast-paced environment.

You will engage in day-to-day team activities, cover for absences, and contribute to risk-aware service delivery while upholding a client-first approach and professional

Qualifications

• Provide client service support to potentially multiple Financial Advisors (FAs).
• Assist with ensuring practices align with bank policies and risk controls.
• Identify, deepen, and maintain client relationships through the FA's offerings.

Responsibilities

• Provides excellent Client Service to clients through educating them on all bank service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on client and FA requests.
• Assists with ensuring practices are in alignment with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a Client Service professional to support Financial Advisors and Clients, delivering tailored wealth management assistance. You will focus on servicing client needs, aligning with policies, and strengthening FA-client relationships in a fast-paced environment.

You will engage in day-to-day team activities, cover for absences, and contribute to risk-aware service delivery while upholding a client-first approach and professional